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AMERICOLD REALTY TRUST（COLD）与Simpson Manufacturing Co., Inc.（SSD）财务数据对比。点击上方公司名可切换其他公司
Simpson Manufacturing Co., Inc.的季度营收约是AMERICOLD REALTY TRUST的1.0倍（$588.0M vs $577.9M），Simpson Manufacturing Co., Inc.净利率更高（15.0% vs -2.4%，领先17.4%），Simpson Manufacturing Co., Inc.同比增速更快（9.1% vs -1.2%），过去两年Simpson Manufacturing Co., Inc.的营收复合增速更高（-0.8% vs -5.4%）
Americold Realty Trust是总部位于美国佐治亚州亚特兰大的温控仓储及运输企业，主营现代化商用温控仓储业务，通过冷链体系存储易腐货物，是食品保鲜供应链的重要参与方，为全球第二大温控仓储及配送服务提供商。
辛普森制造是美国领先的建筑材料生产企业，主营面向新建建筑及改造翻新项目的结构连接件、紧固件、锚固件等专业产品，在建筑配套材料领域具备深厚的技术积累与较高的市场认可度。
COLD vs SSD — 直观对比
营收规模更大
SSD
是对方的1.0倍
$577.9M
营收增速更快
SSD
高出10.3%
-1.2%
净利率更高
SSD
高出17.4%
-2.4%
两年增速更快
SSD
近两年复合增速
-5.4%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $577.9M | $588.0M |
| 净利润 | $-13.7M | $88.2M |
| 毛利率 | — | 45.2% |
| 营业利润率 | 2.5% | 19.5% |
| 净利率 | -2.4% | 15.0% |
| 营收同比 | -1.2% | 9.1% |
| 净利润同比 | 16.9% | 13.3% |
| 每股收益（稀释后） | $-0.05 | $2.13 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收COLDSSD
| Q1 26 | $577.9M | $588.0M | ||
| Q4 25 | $643.1M | $539.3M | ||
| Q3 25 | $649.0M | $623.5M | ||
| Q2 25 | $635.1M | $631.1M | ||
| Q1 25 | $613.7M | $538.9M | ||
| Q4 24 | $647.4M | $517.4M | ||
| Q3 24 | $660.4M | $587.2M | ||
| Q2 24 | $645.6M | $597.0M |
净利润COLDSSD
| Q1 26 | $-13.7M | $88.2M | ||
| Q4 25 | $-88.3M | $56.2M | ||
| Q3 25 | $-11.4M | $107.4M | ||
| Q2 25 | $1.5M | $103.5M | ||
| Q1 25 | $-16.4M | $77.9M | ||
| Q4 24 | $-36.2M | $55.4M | ||
| Q3 24 | $-3.7M | $93.5M | ||
| Q2 24 | $-64.1M | $97.8M |
毛利率COLDSSD
| Q1 26 | — | 45.2% | ||
| Q4 25 | 31.3% | 43.4% | ||
| Q3 25 | 29.3% | 46.4% | ||
| Q2 25 | 30.9% | 46.7% | ||
| Q1 25 | 31.1% | 46.8% | ||
| Q4 24 | 29.7% | 44.0% | ||
| Q3 24 | 29.6% | 46.8% | ||
| Q2 24 | 31.0% | 46.7% |
营业利润率COLDSSD
| Q1 26 | 2.5% | 19.5% | ||
| Q4 25 | -10.8% | 13.9% | ||
| Q3 25 | 2.6% | 22.6% | ||
| Q2 25 | 5.9% | 22.2% | ||
| Q1 25 | 3.6% | 19.0% | ||
| Q4 24 | -1.8% | 14.8% | ||
| Q3 24 | 4.6% | 21.3% | ||
| Q2 24 | 9.8% | 22.1% |
净利率COLDSSD
| Q1 26 | -2.4% | 15.0% | ||
| Q4 25 | -13.7% | 10.4% | ||
| Q3 25 | -1.8% | 17.2% | ||
| Q2 25 | 0.2% | 16.4% | ||
| Q1 25 | -2.7% | 14.5% | ||
| Q4 24 | -5.6% | 10.7% | ||
| Q3 24 | -0.6% | 15.9% | ||
| Q2 24 | -9.9% | 16.4% |
每股收益（稀释后）COLDSSD
| Q1 26 | $-0.05 | $2.13 | ||
| Q4 25 | $-0.31 | $1.34 | ||
| Q3 25 | $-0.04 | $2.58 | ||
| Q2 25 | $0.01 | $2.47 | ||
| Q1 25 | $-0.06 | $1.85 | ||
| Q4 24 | $-0.12 | $1.31 | ||
| Q3 24 | $-0.01 | $2.21 | ||
| Q2 24 | $-0.23 | $2.31 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | — | $341.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.8B | $2.1B |
| 总资产 | $8.1B | $3.0B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资COLDSSD
| Q1 26 | — | $341.0M | ||
| Q4 25 | $136.9M | $384.1M | ||
| Q3 25 | $33.3M | $297.3M | ||
| Q2 25 | $101.4M | $190.4M | ||
| Q1 25 | $38.9M | $150.3M | ||
| Q4 24 | $47.7M | $239.4M | ||
| Q3 24 | $61.3M | $339.4M | ||
| Q2 24 | $44.2M | $354.9M |
总债务COLDSSD
| Q1 26 | — | — | ||
| Q4 25 | — | $300.0M | ||
| Q3 25 | — | $371.3M | ||
| Q2 25 | — | $376.9M | ||
| Q1 25 | — | $382.5M | ||
| Q4 24 | — | $388.1M | ||
| Q3 24 | — | $393.8M | ||
| Q2 24 | — | $399.4M |
股东权益COLDSSD
| Q1 26 | $2.8B | $2.1B | ||
| Q4 25 | $2.9B | $2.0B | ||
| Q3 25 | $3.0B | $2.0B | ||
| Q2 25 | $3.1B | $1.9B | ||
| Q1 25 | $3.2B | $1.9B | ||
| Q4 24 | $3.3B | $1.8B | ||
| Q3 24 | $3.4B | $1.9B | ||
| Q2 24 | $3.4B | $1.8B |
总资产COLDSSD
| Q1 26 | $8.1B | $3.0B | ||
| Q4 25 | $8.1B | $3.1B | ||
| Q3 25 | $8.1B | $3.0B | ||
| Q2 25 | $8.1B | $3.0B | ||
| Q1 25 | $7.8B | $2.8B | ||
| Q4 24 | $7.7B | $2.7B | ||
| Q3 24 | $7.9B | $2.9B | ||
| Q2 24 | $7.8B | $2.8B |
负债/权益比COLDSSD
| Q1 26 | — | — | ||
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.20× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.23× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $39.9M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | 2.2% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流COLDSSD
| Q1 26 | $39.9M | — | ||
| Q4 25 | $130.2M | $155.7M | ||
| Q3 25 | $78.9M | $170.2M | ||
| Q2 25 | $120.3M | $125.2M | ||
| Q1 25 | $30.2M | $7.6M | ||
| Q4 24 | $162.6M | $115.8M | ||
| Q3 24 | $50.6M | $103.3M | ||
| Q2 24 | $136.7M | $111.1M |
自由现金流COLDSSD
| Q1 26 | — | — | ||
| Q4 25 | $-12.2M | $119.0M | ||
| Q3 25 | $-65.4M | $133.9M | ||
| Q2 25 | $-57.4M | $87.3M | ||
| Q1 25 | $-82.3M | $-42.6M | ||
| Q4 24 | $57.4M | $60.3M | ||
| Q3 24 | $-44.5M | $58.1M | ||
| Q2 24 | $73.3M | $70.9M |
自由现金流率COLDSSD
| Q1 26 | — | — | ||
| Q4 25 | -1.9% | 22.1% | ||
| Q3 25 | -10.1% | 21.5% | ||
| Q2 25 | -9.0% | 13.8% | ||
| Q1 25 | -13.4% | -7.9% | ||
| Q4 24 | 8.9% | 11.7% | ||
| Q3 24 | -6.7% | 9.9% | ||
| Q2 24 | 11.4% | 11.9% |
资本支出强度COLDSSD
| Q1 26 | 2.2% | — | ||
| Q4 25 | 22.1% | 6.8% | ||
| Q3 25 | 22.2% | 5.8% | ||
| Q2 25 | 28.0% | 6.0% | ||
| Q1 25 | 18.3% | 9.3% | ||
| Q4 24 | 16.3% | 10.7% | ||
| Q3 24 | 14.4% | 7.7% | ||
| Q2 24 | 9.8% | 6.7% |
现金转化率COLDSSD
| Q1 26 | — | — | ||
| Q4 25 | — | 2.77× | ||
| Q3 25 | — | 1.58× | ||
| Q2 25 | 78.18× | 1.21× | ||
| Q1 25 | — | 0.10× | ||
| Q4 24 | — | 2.09× | ||
| Q3 24 | — | 1.10× | ||
| Q2 24 | — | 1.14× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
COLD
| Warehouse services (3) | $331.9M | 57% |
| Rent and storage | $246.1M | 43% |
SSD
暂无分部数据
